See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,476 | $81,460+12.3% | $103,333-11.5% | $80,856+13.1% |
| Participation rate | 98.0% | 66.8%+31.1pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | 26.12% | 25.55%+0.6pp | 24.88%+1.2pp | 35.59%-9.5pp |
| Employer contribution / active EE | $3,747 | $3,105+20.7% | $3,868-3.1% | $2,755+36.0% |
| Participant deferral / active EE | $7,196 | $3,869+86.0% | $5,057+42.3% | $4,296+67.5% |
| Admin fee / account holder | $4,927 | $6,566-25.0% | $8,355-41.0% | $6,918-28.8% |